Otium Advisory Group, LLC

Overview

Otium Advisory Group, LLC is a small, independent registered investment adviser that serves individual and family clients with a planning-first model. The firm combines ongoing discretionary portfolio management with fee arrangements that include a percentage of assets under management, hourly work and fixed-fee engagements—an approach that supports both investment oversight and project-based financial planning. Advisory activities explicitly include financial planning, portfolio management for individuals and small businesses, and the publication of client-facing periodicals or newsletters, indicating a mix of hands-on portfolio work and regular client education. Investment activity is concentrated in publicly traded equities and exchange-traded instruments, suggesting the firm favors liquid, transparent exposures that are easy to implement and review inside custodial platforms. Otium is not positioned as a capital allocator to external private fund managers and does not identify as an active ESG investor or pension consultant; its product mix reflects straightforward retail and wealth-management solutions rather than institutional or large-scale alternative allocations.

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Public Holdings

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Location & Offices